Portal - Guides, Videos and Tutorials

Here you will find Guides, Tutorials, FAQs and Troubleshooting Articles for our Brand New Portal

38 articles in this collection
Written by Emily and Linda Vazquez

6 Step Setup Guide

Before you Start - Register and Create an Account

Before you can create an audit using the online portal, you will need to register and create an account, the below guide will show you how.

Written by Linda Vazquez
Updated over a week ago

Step 1 - Choose, Customize or Create Audit Templates

How to setup an audit template.

Written by Linda Vazquez
Updated over a week ago

Step 2 - Setup your Branch/Store/Area Locations

Adding locations after the companies or departments have been created.

Written by Linda Vazquez
Updated over a week ago

Step 3 - Configure the Audits using Form Builder

How to edit your Audits.

Written by Linda Vazquez
Updated over a week ago

Step 4 - Report Setup and Styles

How to configure the layout of your report.

Written by Linda Vazquez
Updated over a week ago

Step 5 - Setup an Email Template

How to configure the email templates for each checklist/form/questionnaire.

Written by Linda Vazquez
Updated over a week ago

Guides and Tutorials

How to find the template library

Finding the template library, how to use templates

Written by Emily
Updated over a week ago

How to Remove Templates

Quick guide on how to remove templates.

Written by Linda Vazquez
Updated over a week ago

Extra Signature(s)

How to add more signatures, extra signatures.

Written by Emily
Updated over a week ago

Approver Workflow

Written by Emily
Updated over a week ago

How to Archive/Delete a Company/Department

Quick guide on how to delete a company if you no longer require it.

Written by Linda Vazquez
Updated over a week ago

How to Create Conditional Questions?

Written by Linda Vazquez
Updated over a week ago

How to Restore an Archived/Deleted Company

Quick guide on how to restore previous companies that you deleted.

Written by Linda Vazquez
Updated over a week ago

How to Edit a Company or Department

Quick guide on how to edit the details of your companies or departments already setup

Written by Linda Vazquez
Updated over a week ago

Changing the Answer Pattern for Questions that have been Used in Reports

Written by Linda Vazquez
Updated over a week ago

How to Delete a Location

Quick guide on how to delete a location you may no longer need.

Written by Linda Vazquez
Updated over a week ago

How to Edit a Location

Quick guide on how to edit the details of a location.

Written by Linda Vazquez
Updated over a week ago

How to Clone Audit and Checklist?

Written by Linda Vazquez
Updated over a week ago

How to Restore a Location

Quick guide on how to restore a location you previously archived/deleted.

Written by Linda Vazquez
Updated over a week ago

How to Find/View a Company

Quick guide on how to find a company

Written by Linda Vazquez
Updated over a week ago

How to Add a Response

Written by Linda Vazquez
Updated over a week ago

Reports

Keep Reports Private

How to bypass the email being sent to the usual distribution group

Written by Emily
Updated over a week ago

Company Description & Usage, Confidentiality Information

Report configuration, company description & confidentiality features, optional.

Written by Linda Vazquez
Updated over a week ago

Printing an Audit Report

Quick guide on how to print an audit report.

Written by Linda Vazquez
Updated over a week ago

Managing Reports

A quick tutorial on how to manage your reports generated from your audits.

Written by Emily
Updated over a week ago

Email Settings for Reports

Quick guide on how to set up default emails for generated reports.

Written by Linda Vazquez
Updated over a week ago

How to Edit the Reports

Quick guide on how to edit, change the status or make any other changes to reports.

Written by Linda Vazquez
Updated over a week ago

How to Download and View Reports

Quick guide on how to view a report.

Written by Linda Vazquez
Updated over a week ago

How to Archive/Restore Reports

A quick guide on how to archive a report if you no longer need it or restore a report if you change your mind.

Written by Linda Vazquez
Updated over a week ago

How and Why to Regenerate a Report

Quick guide on how to regenerate a report and why you might need to do so.

Written by Linda Vazquez
Updated over a week ago

How to Filter the Search of your Reports

Quick guide on how to custom your search using the filter function.

Written by Linda Vazquez
Updated over a week ago

User Administration

Archiving Users

Quick guide on how to archive or delete users

Written by Emily
Updated over a week ago

Changing User Password from the Admin Portal

Quick guide on how to change the password of a user from the admin portal

Written by Emily
Updated over a week ago

Restoring Users

Quick guide on how to restore users that have been archived or deleted.

Written by Emily
Updated over a week ago

Adding Users

Quick guide on how to add a new user to the app

Written by Emily
Updated over a week ago

Action Plans

Viewing Action Plans

Quick guide on how to view your action plans.

Written by Linda Vazquez
Updated over a week ago

Frequently Asked Questions (FAQs)

All About Sections

What are Sections and how to use and create them

Written by Emily
Updated over a week ago

How to Create, Move, and Clone Questions

How to create new questions and move and clone existing questions.

Written by Emily
Updated over a week ago